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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO5+ years Filed as: FID INV INSTL OPS CO Service code 11 · EIN 04-2647786 | Actuarial | $607,552 |
Filed as: WTW Service code 99 · EIN 98-0352587 | Other Fees | $219,826 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $204,843 |
K&L GATES1 year Filed as: K & L GATES, LLP Service code 10 · EIN 25-0921018 | Accounting | $50,000 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE & TOUCHE, LLP Service code 10 · EIN 13-3891517 | Accounting | $41,626 |
Filed as: SSGA Service code 99 · EIN 04-3339578 | Other Fees | $37,500 |
MERCER1 year Service code 99 · EIN 13-2834414 | Other Fees | $20,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 4.62% | 8.76%-4.1pp | 3.39%+1.2pp | 8.76%-4.1pp |
| Employer contribution / active EE | $872 | $16,664-94.8% | $31,780-97.3% | $16,664-94.8% |
| Participant deferral / active EE | $0 | $948-100.0% | $83-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |